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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $16,929 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,472 | $101,591-57.2% | $147,096-70.4% | $74,429-41.6% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 22.84% | 8746.45%-8723.6pp | 419.75%-396.9pp | 1368.38%-1345.5pp |
| Employer contribution / active EE | $3,172 | $3,813-16.8% | $4,936-35.7% | $2,625+20.9% |
| Participant deferral / active EE | $4,059 | $7,302-44.4% | $8,071-49.7% | $4,348-6.7% |
| Admin fee / account holder | $52 | $1,750-97.0% | $13,005-99.6% | $1,944-97.3% |